Automate Data Transfer from Google Sheets to Google Docs with Pabbly Connect

Learn how to automate data transfer from Google Sheets to Google Docs using Pabbly Connect. This tutorial covers integration steps and setup for efficient document creation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Google Docs Integration

To automate the process of copying data from new Google Sheets rows into a Google Docs template, we will use Pabbly Connect. This integration simplifies the workflow without the need for coding. First, sign up for a free account on Pabbly Connect and navigate to the dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets New Rows to Google Docs’. After naming it, click on the ‘Create’ button to load the workflow page. Here, you will see the trigger and action modules necessary for automation.

2. Configuring the Google Sheets Trigger in Pabbly Connect

In this section, we will set Google Sheets as the trigger application within Pabbly Connect. Search for Google Sheets in the ‘Choose App’ field and select it. Choose the trigger event as ‘New or Updated Row’. This action will initiate the workflow whenever a new row is added to your Google Sheets.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL is essential for connecting your Google Sheets to the workflow. Follow these steps to set up the connection:

• Open your Google Sheets document.
• Go to Extensions > Add-ons > Get add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installing, refresh the spreadsheet to ensure the add-on is active. Then, go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’.

3. Initializing the Webhook URL for Google Sheets

In the Initial Setup window, you will see two fields: the Webhook URL and the Trigger Column. Paste the webhook URL from Pabbly Connect into the Webhook URL field. Specify the Trigger Column, which is the last column where you will enter data to trigger the workflow. For example, if your data ends in column D, enter ‘D’ as the trigger column.

After setting this up, click the ‘Send Test’ button in your Google Sheets. This action will send a test row of data to Pabbly Connect, confirming that the connection is successful. Once the test data is sent, you will see a success message in Pabbly Connect, indicating that your integration is working properly.

4. Setting Up Google Docs Action to Create Document from Template

Now that we have the trigger set up, it’s time to define the action in Pabbly Connect. Click on the plus icon to add a new action step. Search for Google Docs and select it, then choose the action event ‘Create Document from Template’. This allows you to generate a new document based on your predefined template.

After selecting the action, connect your Google account to Pabbly Connect. You will need to authorize access to your documents. Once connected, select the document template you want to use for the new document. For example, if you have a template named ‘Job Offer Letter’, select that from the list. You will also need to define the name for the new document, which can be based on the candidate’s email or name for easy identification.

5. Finalizing the Integration and Testing

After configuring the Google Docs action, you need to map the fields from your Google Sheets to the placeholders in your document template. For instance, map the candidate’s name, contact person, and current date to their respective placeholders in the document. This mapping ensures that the correct data fills into the appropriate fields in your document template. using Pabbly Connect

Finally, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will create a new document in Google Docs with the data filled in from your Google Sheets. You can check your Google Drive to confirm that the document has been created successfully with all the mapped data.

Conclusion

By using Pabbly Connect, you can automate the process of copying data from new Google Sheets rows into a Google Docs template. This integration saves time and reduces manual errors, making document creation seamless and efficient. Start using Pabbly Connect today to enhance your workflow!